Steven L. Toomey, CIMA®

Principal
BKD Wealth Advisors, LLC
Kansas City

Steve is the firmwide leader of BKD Wealth Advisors’ Benefit Plan Consulting division and also oversees the Kansas City office of BKD Wealth Advisors, LLC.

He has 16 years of investment industry experience, including working as a senior analyst for a $25 billion mutual fund and as a senior equity analyst for an investment brokerage firm recommending equity investments to both domestic and international institutional clients.

Steve has published numerous industry and company-specific equity research reports and has been quoted in several national financial publications, including Investor’s Business Daily and Bloomberg, as well as local publications such as the Kansas City Star and Ingram’s Magazine. He also was recognized as a candidate in the “Up & Coming Analyst” category in Institutional Investor Magazine’s All-Star Analyst survey in 2000.

Steve is a 1985 graduate of the University of Nebraska, Lincoln, with a B.S. degree in marketing, and in 1989 received an M.B.A. degree in finance. He completed the Investment Management Consultants Association (IMCA) Investment Management Analyst Program at the University of Pennsylvania’s Wharton School of Business, Philadelphia, and has earned the Certified Investment Management Analyst (CIMA^®) designation. He has also completed the IMCA Endowment & Foundation certificate program at the Wharton School.